Naples Estate Planning

Your estate planning documents are tools to be used as a part of your long term care plan. The traditional approach of providing documents focusing on distributing assets to loved ones upon death ignores the very real possibility of a long term care crisis. We work with many clients who have estate planning documents currently in place who have never considered what would happen if chronic illness strikes and long term care is needed. Some of these documents eliminate possibilities for asset protection planning and these documents may not be able to be changed when the long term care crisis hits.

We find that planning for what happens to assets upon death is the very easiest part of the process. We explore with our clients a number of estate planning tools in light of the goals of the individual client. These tools include: